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Your Settings - Streamlined
Josie avatar
Written by Josie
Updated over 2 months ago

In this article:


It's time to say goodbye to Get started πŸ‘‹πŸΌ

To make things simpler in Famly, we’ve combined the Get started section with your general settings. Now, everything is in one handy place – no more switching between sections to manage your setup. Don’t worry, even though Get started is gone, all the helpful features you’re used to have just moved to your Settings.

This article will guide you through where to find everything that used to live in Get started, in its new home in Settings.

Split into Basic Setup and Finance Setup, you'll see the areas that used to be in Get started on the left of the table, and how to get to the same area via Settings (or your sidebar) on the right.


Basic Setup

Get started

Settings

Children

Sidebar β†’ Children

Staff

Sidebar β†’ Home β†’ Staff

Nursery info

General β†’ Information + Opening hours + Closure days

Rooms

Rooms β†’ Overview + Room moves

πŸ’‘ The Children and Staff sections have not been moved to Settings, but can be found in the corresponding sections in your sidebar instead.

You'll also find a Manage roles button on your Staff overview where you can compare roles and permissions.

The video below will guide you through where each item in the Basic setup section of Get started can be found on your platform:


Finance Setup

Get started

Settings

Invoicing profiles

Finances β†’ Pricing β†’ Fundamentals

Pricing

Finances β†’ Pricing β†’ Pricing structure

Plans

Sidebar β†’ Finances β†’ Overview tab β†’ Plans tab

Parent bookings

Finances β†’ Pricing β†’ Parent bookings

In-app payments

Finances β†’ Invoicing β†’ In-app payments

Invoice layout

Finances β†’ Invoicing β†’ Invoicing layout

πŸ’‘ The Plans section has not been moved to Settings, but can be found in the corresponding section in your sidebar instead.

You'll also find a Manage pricing button on your Finance overview, a Manage automatic invoicing button on the Invoicing overview and a Manage in-app payments button on the payments page outside of your settings for easy access.

The video below will guide you through where each item in the Finance setup section of Get started can be found on your platform:


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